ASML vs INTU: Which Is the Better Buy?

Side-by-side comparison of ASML Holding N.V. and Intuit Inc. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-22.
ASML Holding N.V. · Technology
$1,458.97
+65.1% upside to fair value
Grade B High Quality
VS
Intuit Inc. · Technology
$396.57
+37.7% upside to fair value
High Conviction Grade A-
QuantHub Verdict
ASML has more upside to fair value (+65.1%). INTU trades at a lower forward P/E (19.5x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric ASML INTU
Current Price $1,458.97 $396.57
Fair Value Estimate $2,408.73 $546.00
Upside to Fair Value +65.1% +37.7%
Market Cap $562.3B $110.4B
Forward P/E 48.3x 19.5x
EV / EBITDA 37.6x 19.0x
Price / Sales 14.4x 5.9x
Price / FCF 54.4x 18.1x
Revenue Growth YoY +13.2% +15.6%
Gross Margin 52.6% 80.8%
Operating Margin 34.8% 26.1%
Return on Equity 52.0% 19.6%
Dividend Yield 0% 1.17%
FCF Yield 1.84% 5.51%
Analyst Consensus Strong Buy Buy
Investment Thesis
ASML — ASML Holding N.V.
ASML Holding N.V. is a leading technology company specializing in semiconductor manufacturing equipment, particularly extreme ultraviolet lithography machines which hold a near-monopoly position. The company benefits from a durable competitive moat driven by its technological leadership, high barriers to entry, and strong demand from semiconductor manufacturers globally, especially in China. Desp…
INTU — Intuit Inc.
Intuit is a near-monopoly financial operating system for 60+ million American households and small businesses. TurboTax handles 40%+ of US e-filed returns; QuickBooks is so deeply embedded in SMB workflows it has become the default accounting standard. The stock has fallen 51% from its 2025 high as markets price in AI disruption that has not materialized at scale and may not, since tax complexity…
Accumulation Zones
Metric ASML INTU
Zone Low $1,806.55 $410.00
Zone High $2,047.42 $464.00
In Buy Zone? Yes Yes
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